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iShares MBS ETF
MBB

Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$841M
2
Barclays
Barclays
United Kingdom
+$406M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
CSIA
Charles Schwab Investment Advisory
California
+$173M
5
Truist Financial
Truist Financial
North Carolina
+$157M

Top Sellers

1
Jane Street
Jane Street
New York
-$175M
2
NP
NorthRock Partners
Minnesota
-$80.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$61.7M
4
KC
Kepos Capital
New York
-$55.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
351
Wedbush Securities
California
$404K +$66.2K +613 +20%
MFG
352
Merit Financial Group
Georgia
$395K +$395K +3,656 New
GM
353
GeoWealth Management
Illinois
$383K -$667K -6,184 -64%
DBT
354
Dubuque Bank & Trust
Iowa
$377K +$79.8K +738 +27%
CFG
355
Cooper Financial Group
California
$373K -$24.4K -226 -6%
VWA
356
V Wealth Advisors
Kansas
$371K – – –
OWP
357
Obermeyer Wealth Partners
Colorado
$368K – – –
PWMG
358
Prestige Wealth Management Group
New Jersey
$368K +$297K +2,750 +417%
IAA
359
Ironsides Asset Advisors
North Carolina
$367K -$10.8K -100 -3%
CFB
360
Cullen/Frost Bankers
Texas
$367K – – –
B
361
Barings
North Carolina
$367K +$70.2K +650 +24%
LW
362
Linscomb Wealth
Texas
$366K -$282K -2,614 -44%
RCM
363
Robinson Capital Management
Michigan
$357K +$357K +3,300 New
KCM
364
Kornitzer Capital Management
Kansas
$350K +$350K +3,236 New
EWM
365
Empirical Wealth Management
Washington
$349K +$349K +3,229 New
HIM
366
Hanlon Investment Management
New Jersey
$345K +$118K +1,097 +52%
LPIC
367
LeJeune Puetz Investment Counsel
Michigan
$335K – – –
Federated Hermes
368
Federated Hermes
Pennsylvania
$333K +$5.96K +55 +2%
FAT
369
First American Trust
California
$327K +$42.9K +397 +15%
TFGT
370
TS Financial Group (TSFG)
Illinois
$324K -$61.9K -573 -16%
HFS
371
Haverford Financial Services
Pennsylvania
$324K +$324K +2,998 New
CHAM
372
Clear Harbor Asset Management
Connecticut
$316K – – –
CAN
373
Claraphi Advisory Network
United States
$313K +$138K +1,283 +79%
CBFP
374
Cedar Brook Financial Partners
Ohio
$312K +$84.8K +785 +37%
FWP
375
FAS Wealth Partners
Kansas
$309K +$17.5K +162 +6%
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15
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